In this video, we will look at the top reasons for you to start using Power Automate. Also, this is the last episode of the series so I thought what’s better than a comparison. If you remember, in my first episode I asked you that have you found your reason to use Power Automate yet? Well, if you haven’t I am giving you the reasons in this episode.
Everything in the list above is in context of Dynamics 365. Out of the box (OOTB) Dynamics 365 workflows can’t do any of the above. You will have to create a custom workflow (#code) or a plugin (#code).
Hope I have given you reasons to start working on Power Automate.
In this episode, we will deep dive into Power Automate and will create our first flow. We are also going to see different types of flows available within Power Automate. We will look at the following scenario to create our flow:
Scenario: Assign Territory to a customer based on the ‘Address 1: ZIP/Postal Code’ field in CDS/D365. (Address 1: ZIP/Postal Code is a text field)
Out of the box what’s available: Territories are related to ‘postal codes’ as 1: N relationship. Both Territory and Postal Code are available OOTB in CDS/D365. But on Account form, ZIP/Postal Code is a text field so how do we perform this action without any coding efforts.
Solution before Power Automate (MS Flow): If flow wasn’t there, we would have to create a plugin which will trigger post-operation/ record creation and check the value of ‘Address 1: ZIP/Postal Code’ in the data table of Postal Code and then pick up a related territory to update that territory on account form and the efforts required to that plugin would not be less than 4 hours.
Solution after Power Automate: Thank God it’s Flow! with the help of flow you can achieve the results in 5 minutes or less.
As User Group organisers, it becomes difficult for us to track the attendance of participants mostly due to the format of the meeting. In our last week’s UG we were prepared to break the ice and created an app to check in attendees.
Following is what you can do with the app:
Register attendees as members
Update member details
Check In attendees
Draw Raffle (if and when it’s available)
What can you get out of it:
Track the attendance of your members
If members are not regular, send them a survey for what they want to see
Send them a FormsPro survey to get feedback
Keep member details up to date
Instead of drawing raffle the conventional way, use PowerApps
Update Details and Check In
Note: Check In form is hidden, so members don’t have to fill in date, UG and their name again
Note: Shuffle formula and collection is used for Raffle draw
Data Source: OneDrive (Excel Web)
Tables used: Registered Members and Checked In Members to draw raffle
If you’re a User Group leader and want to use this app; you don’t really have to make any changes except for the connection and start using it. I have uploaded it on github. More instructions on there: